POWERFUL CHECKLIST SOFTWARE THAT ANYONE CAN USE

Tallyfy is intuitive checklist software that allows you to manage your team’s recurring tasks.


Start automating your workflows with a free 14-day trial of Tallyfy

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Automatable checklist that are fit for modern teams

Real results from customers using Tallyfy to manage and automate their business processes.

95%

understand Tallyfy in 1 minute

Lisa McDonald,
Director of Communications

70%

faster
approval times

Anh Le,
Brand Manager

50%

improvement in process outcomes

Stephan Fopeano,
Founder

Use it right now to manage recurring workflows for your team

Intuitive checklist software that eliminates threads of emails, forms, and spreadsheets.

Marketing

  • Inbound campaign requests
  • Structured feedback from sales
  • Creative approval and QA

Support

  • High touch client onboarding
  • Structure feedback to R&D
  • Playbooks to triage FAQ's

Finance

  • Purchase requests and approvals
  • Accounts receivable & payable
  • Vendor or supplier onboarding

HR

  • Self-service orientation
  • Structure talent requests
  • Promotion requests

R&D

  • Structure incoming issues
  • Product quality assurance cycles
  • Product release processes

IT

  • Triage tickets to playbooks
  • Merge DevOps to everyone
  • Asset re-assignment

Sales

  • Lead qualification or enrichment
  • Quote to Contract to Close
  • Customer handover to operations

Analysts

  • Structure and deliver audits
  • Train AI with human-in-the-loop
  • Request to BI to Insights

Operations

  • Make SOP's useful
  • Crowdsource know-how
  • Deliver "one source of truth"

Start automating your workflows with a free 14-day trial of Tallyfy

      DISCUSS MY QUESTIONS  

 

Tallyfy makes process checklist automation as easy as 1,2 3.

Get forms and approval checklists up and running in minutes. Share tasks with clients – outside your company.

 


Real-time Tracking
The only cloud-native checklist software to provide both a top-down dashboard of all processes in the organization as well as individual task views.

Open API for easy integration
Use your existing systems, including Azure Active Directory. We’re adding Office365 (Outlook) and G Suite (Gmail) integration soon for seamless deployment with zero training.

Cloud-first, AI-ready
As a cloud-born BPM – Tallyfy comes with an open API. This lets you push, pull and listen to information easily from other systems. Use any AI, on any cloud, on any platform.

Approval Definition & Compliance
Set up actionable and easy to follow approval checklists – including those that require tiered and conditional approval chains.

Decision & Logic
Automating approval logic has never been easier. Use if-this-then-that rules to handle every possible scenario.

Omnichannel & Mobility
Tallyfy is built responsively. It works on any device with a browser, including smartphones. With our API – layer Tallyfy on any system.

Checklist software that works for your team

The simplest checklist software available.


  •  

    Define your forms, approvals and processes

    Start with everyday needs

  • One place to see your services and processes

  • Kick off approval checklists using web forms

  • Update SOP’s to eliminate versioning chaos

  • Define who does what, when and how



  •  

    Real-time checklists for employees and clients

    Be the best manager on Earth

  • Works without leaving Outlook or Gmail

  • Integration in minutes via webhooks and API

  • Real-time tracking for all your approvals

  • Automated rules for approvals



  •  

    Process improvement for any size of business

    Gain competitive advantages

  • Handle approval variations without flowcharts

  • Integrate via our open API and SSO

  • Integrate AI for voice, images and more

  • Stream analytics to your BI system


TALLYFY IS THE LEADING WORKFLOW AND PROCESS MANAGEMENT SOFTWARE FOR MODERN TEAMS

Assign, automate, track and train in one, beautiful system. It's amazingly easy and deliciously powerful.

Start automating your workflows with a free 14-day trial of Tallyfy

      DISCUSS MY QUESTIONS  

So, do we all agree on this checklist?


Everyone can contribute easily to finalizing an approval checklist.


define

Has my request been approved yet?


Never have to ask about the status of anything again.


define

Has anyone updated the client?


Clients can securely track a process!


define

Didn’t you see the urgent email?


Know what’s important and what can wait.


define

It’s difficult to follow processes


Tallyfy guides you through approval decisions.


define

Is the process up to date?


Eliminate change management and training.


define

Start automating your workflows with a free 14-day trial of Tallyfy

      DISCUSS MY QUESTIONS  

Say hello

Note - if you work in procurement, submit an RFP or RFI here. If you're technical or work in IT - see our technical documentation.

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